5 min read
Getting Divorced? Consider Taxes When Splitting Up Retirement Accounts
Divorce is a major life event that can have significant personal and financial consequences. In addition to addressing...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
5 min read
Sep 14, 2026
Divorce is a major life event that can have significant personal and financial consequences. In addition to addressing...
6 min read
Sep 3, 2026
In businesses structured as limited partnerships, the advantage of being a limited partner (as opposed to a general...